Rooney Wealth Management fees and pricing
Financial planner in Sacramento, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated September 26, 2026, Rooney Wealth Management charges a flat or project fee of $2,000 and a monthly fee of $250 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 26, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $2,000
“We charge a fixed fee of $2,000 for the Comprehensive Financial Plan, paid upon signing the Advisory Contract.”
- Monthly fee
- $250/mo
“Following delivery of the plan, Ongoing Financial Planning is billed at a recurring fixed fee of $250 per month, paid monthly in advance.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Rooney Wealth Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fee is based on a percentage of assets under management and is negotiable.”
- “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
- “Clients may also pay by electronic funds transfer (EFT) or check.”
How Rooney Wealth Management’s fees compare
- Its flat or project fee of $2,000 is below the California median of $5,000. 19% of the 796 other California planners that publish a flat or project fee charge less.
- 2 of the 12 other planners in Sacramento that publish a flat or project fee charge less.
About Rooney Wealth Management
“We offer financial planning services and investment management.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2025.
Planning areas mentioned in the brochure
- Retirement planning
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 3% a year
- Employees
- 1
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $1,073,652
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 338991
- Phone
- (530) 902-8169
Other planners in Sacramento that publish fees
- Baluden FinancialSacramento$1,500-$2,400
- Boyd Wealth Management, LLCSacramento$5,000, $20,000/yr
- Burge FinancialSacramento$300/hr
- Deeringer Wealth Management, LLCSacramento$300-$350/hr, $2,000
- Endeavor Financial PlanningSacramento$300/hr, $3,000-$5,000/yr
- Financial ClientSacramento$299/mo
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.